Can I edit the birthdate for one of my email marketing contacts?
If your firm provides the birthdates for your email marketing contacts, your TaxProMarketer team is empowered to send out a custom birthday greeting out on your behalf. The birthday email can be easily viewed and/or edited, via the Email Marketing Tools area, on your Email Marketing Dashboard
Down the line, you are welcome to update the existing birthdate on file for one of your email marketing contacts, using the Quick Add form on your Email Marketing Dashboard.
Once you've filled out the Quick Add form, using the contact's existing info (name, email address, etc), you can add the new birthdate you wish to be associated with the contact.
After you've saved these changes to the contact's birthday, the new birthdate will be applied to the contact's existing info.
We hope these tips prove helpful moving forward!